Brandywine Oak Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.78M | Buy |
26,410
+710
| +3% | +$297K | 0.82% | 19 |
|
|
2025
Q4 | $12.4M | Sell |
25,700
-66
| -0.3% | -$33.1K | 1.04% | 19 |
|
|
2025
Q3 | $13.3M | Sell |
25,766
-389
| -1% | -$198K | 1.16% | 19 |
|
|
2025
Q2 | $13M | Sell |
26,155
-937
| -3% | -$407K | 1.21% | 19 |
|
|
2025
Q1 | $10.2M | Sell |
27,092
-784
| -3% | -$320K | 1% | 20 |
|
|
2024
Q4 | $11.7M | Sell |
27,876
-389
| -1% | -$166K | 1.15% | 19 |
|
|
2024
Q3 | $12.2M | Buy |
28,265
+369
| +1% | +$158K | 1.18% | 19 |
|
|
2024
Q2 | $12.5M | Buy |
27,896
+191
| +0.7% | +$80.7K | 1.28% | 18 |
|
|
2024
Q1 | $11.7M | Sell |
27,705
-65
| -0.2% | -$26.3K | 1.22% | 17 |
|
|
2023
Q4 | $10.4M | Sell |
27,770
-55
| -0.2% | -$19.6K | 1.16% | 18 |
|
|
2023
Q3 | $8.79M | Sell |
27,825
-467
| -2% | -$154K | 1.05% | 20 |
|
|
2023
Q2 | $9.63M | Sell |
28,292
-245
| -0.9% | -$76.8K | 1.08% | 19 |
|
|
2023
Q1 | $8.23M | Sell |
28,537
-97
| -0.3% | -$24.7K | 0.96% | 20 |
|
|
2022
Q4 | $6.87M | Sell |
28,634
-1,375
| -5% | -$330K | 0.86% | 21 |
|
|
2022
Q3 | $6.99M | Sell |
30,009
-700
| -2% | -$185K | 0.95% | 19 |
|
|
2022
Q2 | $7.89M | Buy |
30,709
+223
| +0.7% | +$60.5K | 1.01% | 17 |
|
|
2022
Q1 | $9.39M | Sell |
30,486
-1,459
| -5% | -$439K | 1.07% | 22 |
|
|
2021
Q4 | $10.7M | Sell |
31,945
-191
| -0.6% | -$61.9K | 1.17% | 19 |
|
|
2021
Q3 | $9.06M | Buy |
32,136
+2,549
| +9% | +$742K | 1.05% | 21 |
|
|
2021
Q2 | $8.02M | Buy |
29,587
+9,287
| +46% | +$2.36M | 0.94% | 23 |
|
|
2021
Q1 | $4.79M | Sell |
20,300
-505
| -2% | -$117K | 0.71% | 26 |
|
|
2020
Q4 | $4.63M | Buy |
20,805
+388
| +2% | +$83.4K | 0.71% | 27 |
|
|
2020
Q3 | $4.29M | Sell |
20,417
-722
| -3% | -$152K | 0.72% | 25 |
|
|
2020
Q2 | $4.29M | Sell |
21,139
-1,329
| -6% | -$241K | 0.76% | 23 |
|
|
2020
Q1 | $3.54M | Buy |
22,468
+693
| +3% | +$114K | 0.73% | 25 |
|
|
2019
Q4 | $3.43M | Sell |
21,775
-93
| -0.4% | -$13.7K | 0.62% | 30 |
|
|
2019
Q3 | $3.04M | Buy |
21,868
+1,488
| +7% | +$205K | 0.58% | 32 |
|
|
2019
Q2 | $2.73M | Sell |
20,380
-246
| -1% | -$31.2K | 0.55% | 36 |
|
|
2019
Q1 | $2.43M | Buy |
20,626
+611
| +3% | +$66.7K | 0.51% | 36 |
|
|
2018
Q4 | $2.03M | Buy |
+20,015
| New | +$2.14M | 0.46% | 39 |
|
Other funds holding MSFT
VCM
VPM
